We are here to try to do what is best for our clients. Joyce Haubrich-Potter is my Senior Branch Office Administrator who teams with me to partner with our clients to provide an ideal client experience. This helps me provide a customized strategy for their financial goals.

I am very fortunate to have been a financial advisor for Edward Jones since 1998. I graduated from Hudson High School and earned a Bachelor of Science degree in business administration with an emphasis in accounting and finance from the University of Wisconsin-Stout. I also earned a Accredited Asset Management Specialist™ designation from the College for Financial Planning.

Joyce would be happy to schedule a short phone appointment with me at your convenience. I usually prefer to have a conversation before scheduling a face-to-face meeting.

Focus areas

  • Wealth Strategies
  • Estate & Legacy Strategies
  • Retirement Income Strategies
  • College Savings
  • Retirement Savings Strategies
  • Insurance & Annuities

Office Information

Office Hours

Office Hours
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 03:30PM
Sat Closed
Sun Closed

Branch Team

Email Me

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